Seven Elements Wealth Planning Inc. - Barrie, Ontario

Seven Elements Wealth Planning Inc., situé à Adresse: 150 Dunlop St E #206, Barrie, ON L4M 6H1, Canada, est un cabinet de planification financière géré par une femme. Ils offrent des services sur place et sont reconnus pour leur accessibilité, incluant une entrée accessible en fauteuil roulant, un parking accessible et des toilettes adaptées. De plus, ils sont un espace sûr pour les personnes transgenres et sont LGBTQ+ friendly.

Leur spécialité réside dans la planification financière, offrant des conseils personnalisés et des stratégies adaptées à vos besoins. Leur équipe professionnelle est à votre disposition pour vous accompagner dans la gestion de votre patrimoine et pour vous aider à atteindre vos objectifs financiers.

Seven Elements Wealth Planning Inc. a obtenu d'excellentes opinions: avec une moyenne de 5/5 sur la base de 17 avis Google My Business. Les clients apprécient leur approche chaleureuse et leur expertise dans le domaine de la planification financière.

Pour prendre rendez-vous, vous pouvez les contacter par téléphone au Téléphone: 7058121322 ou planifier une consultation en ligne via leur site web. Leur site web, Site web: sevenwealth.ca, propose des ressources utiles et des informations détaillées sur leurs services.

Si vous recherchez un planificateur financier compétent et attentionné, Seven Elements Wealth Planning Inc. est un excellent choix. Leur engagement envers l'accessibilité et l'inclusion, ainsi que leur expertise en planification financière, en font un choix recommandé. N'hésitez pas à les contacter pour bénéficier de leur accompagnement dans la gestion de votre patrimoine.

Recommandation finale: Visitez leur site web pour en savoir plus sur leur approche en matière de planification financière et n'hésitez pas à les contacter pour planifier un rendez-vous. Vous méritez un avenir financier serein et stable, et Seven Elements Wealth Planning Inc. est prêt à vous aider à l'atteindre.

Avis de Seven Elements Wealth Planning Inc.

TC Legacy2

5/5

After meeting with Richard on Friday, I was once again, pleasantly surprised at how much my investments have increased over the years. He and his team have used such wisdom in knowing where to invest and how to keep the numbers growing. I am more confident than ever with Seven Elements Wealth Planning and have recommended them to many of my peers. May Godly favor continue to flood your business!

Sydney Richardson

5/5

Richard and I just had a meeting in which 1-5 year goals (and more) were discussed. Richards' questions and guidance made me think and helped to clarify my vision for my future. Richard has a few meetings with me every year to update life goals, portfolio performance and any related news. I have been with Richard and Karine for years now, and am truly grateful to have such excellent advice. I trust these good people and highly recommend them to my family and friends. You will be very happy!! Sydney Richardson

Mary Kuipers

5/5

It was so nice to catch up in person. Really appreciated the time. And my canine travel companion had a welcome committee and a dog basket.

Erica Huften

5/5

Richard and Karine are so professional, knowledgeable, and above all, genuine people. Their attention to detail is evident and they truly care about their clients. We have enjoyed every moment working with this incredible team and look forward to the years to come. Thank you for everything!

Suesan Mckeen

5/5

Second to NONE! Richard and Karine make my husband and I feel like we are their only clients. We get exemplary service and are more than happy with our portfolio growth. If there were 6 stars, I would not hesitate to give them that!

Dave Yandt

5/5

We have switched to Richard this year to manage our portfolio and to help direct us through the next ten years to retirement (and hopefully beyond). He has been extremely professional and offers solutions to our questions or desires. He carefully considers the options and presents what he feels is the most effective and practical solution. Quite a breath of fresh air in the world of economics.

John Paul Manuel

5/5

Richard and his team are fantastic. I feel my investment and my interests are in great hands. I have no worries should something happen. I know that I will be contacted and whatever needs to be done will be. I thank them and wish the future for Seven Elements will be prosperous.

Alain Parisien

5/5

The service and advice from 7elements is amazing. They give me that feeling “like I’m their only client”. Such a personal feeling. The advice, meetings and follow ups are always fantastic. I highly recommend taking a look at 7elements for your investment needs.